Position in ARES
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$259,686
-$29,101 QoQ
Shares Held
2,333
-11.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#562
of 799 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Fifth Third Wealth Advisors LLC holds $15,437,163 across 19 Asset Management names. ARES ranks #16 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
6,999 | $6,729,958 | |
| 2 | AMP |
Ameriprise Financial Inc
|
3,458 | $1,586,392 | |
| 3 | BX |
Blackstone Inc.
|
10,595 | $1,246,713 | |
| 4 | KKR |
KKR & Co. Inc.
|
7,799 | $715,792 | |
| 5 | STT |
State Street Corp
|
3,782 | $641,427 | |
| 6 | RJF |
Raymond James Financial Inc
|
3,631 | $552,020 | |
| 7 | APO |
Apollo Global Management, Inc.
|
4,621 | $546,710 | |
| 8 | EQH |
Equitable Holdings, Inc.
|
10,332 | $453,368 |
All Filings in ARES
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,686 | 2,333 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $288,787 | 2,647 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $704,706 | 4,360 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $546,344 | 3,417 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $576,063 | 3,326 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $547,148 | 3,732 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $641,733 | 3,625 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $604,659 | 3,880 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $407,436 | 3,057 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $220,613 | 1,659 | Shares | Sole | 2024-04-16 | |
| No filing history on record for this holder in this stock. | ||||||